JPLA
Joseph P. Lucia & Associates’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-155
| Closed | -$34K | – | 274 |
|
|
2022
Q2 | $34K | Hold |
155
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $41K | Buy |
+155
| New | +$41K | 0.02% | 204 |
|
|
2021
Q4 | – | Sell |
-155
| Closed | -$40K | – | 342 |
|
|
2021
Q3 | $40K | Hold |
155
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $40K | Hold |
155
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $37K | Hold |
155
| – | – | 0.02% | 228 |
|
|
2020
Q4 | $35K | Buy |
+155
| New | +$35K | 0.02% | 213 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$28K | – | 273 |
|
|
2020
Q2 | $28K | Hold |
155
| – | – | 0.03% | 216 |
|
|
2020
Q1 | $23K | Hold |
155
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $29K | Hold |
155
| – | – | 0.03% | 217 |
|
|
2019
Q3 | $27K | Buy |
155
+45
| +41% | +$7.84K | 0.03% | 219 |
|
|
2019
Q2 | $19K | Sell |
110
-18,636
| -99% | -$3.22M | 0.02% | 249 |
|
|
2019
Q1 | $110 | Buy |
+18,746
| New | +$110 | 0.01% | 256 |
|